How to view transaction history on Phantom? Export records and generate tax reports

Phantom wallet users can view transaction history, export records in CSV/JSON, and use third-party tools like CoinLedger for tax reports.

May 17, 2025 at 09:50 am

Phantom is a popular non-custodial wallet that supports multiple blockchains, including Solana, Ethereum, and Polygon. It allows users to manage their cryptocurrencies and NFTs securely. One of the essential features of any crypto wallet is the ability to view transaction history, export records, and generate tax reports. In this article, we will guide you through the process of viewing your transaction history on Phantom, exporting your records, and generating tax reports.

Accessing Transaction History on Phantom

To begin, you need to access your transaction history on the Phantom wallet. Here's how you can do it:

• Open the Phantom wallet on your device. You can use the mobile app or the browser extension, depending on your preference.
• Log in to your wallet using your private key or the recovery phrase.
• Once logged in, navigate to the 'Activity' tab. This tab is usually located at the bottom of the screen on the mobile app or on the left side of the browser extension.
• In the 'Activity' tab, you will see a list of all your recent transactions. These transactions include sends, receives, swaps, and any other activities you have performed on the supported blockchains.

Filtering and Sorting Transactions

Phantom allows you to filter and sort your transactions to make it easier to find specific records. Here's how you can do it:

• In the 'Activity' tab, you will see options to filter your transactions by type, such as 'Send', 'Receive', 'Swap', and 'Other'. Click on the type of transaction you want to view.
• You can also sort your transactions by date, amount, or type. To do this, click on the 'Sort' button and select your preferred sorting option.
• If you want to view transactions from a specific date range, you can use the 'Date Range' filter. Click on the 'Date Range' button and select the start and end dates for the transactions you want to view.

Exporting Transaction Records

Exporting your transaction records is crucial for keeping track of your crypto activities and for tax purposes. Here's how you can export your transaction records from Phantom:

• In the 'Activity' tab, click on the 'Export' button. This button is usually located at the top right corner of the screen.
• A pop-up window will appear, asking you to select the format for your exported data. Phantom supports exporting data in CSV and JSON formats. Choose the format that suits your needs.
• After selecting the format, you can choose the date range for the transactions you want to export. Click on the 'Date Range' button and select the start and end dates.
• Once you have selected the format and date range, click on the 'Export' button. Your transaction records will be downloaded to your device in the chosen format.

Generating Tax Reports

Generating tax reports is an essential task for crypto investors, as it helps them comply with tax regulations. Phantom does not have a built-in feature for generating tax reports, but you can use third-party tools to create them. Here's how you can do it:

• Export your transaction records from Phantom using the steps mentioned above. Make sure to export them in the CSV format, as most tax software supports this format.
• Choose a tax software that supports cryptocurrency transactions. Some popular options include CoinLedger, Koinly, and CryptoTrader.Tax.
• Upload your CSV file to the tax software. Follow the software's instructions to import your transaction data.
• Once your data is imported, the tax software will analyze your transactions and generate a tax report based on your country's tax regulations.
• Review the generated tax report and make any necessary adjustments. Once you are satisfied with the report, you can download it and use it for your tax filings.

Verifying the Accuracy of Your Records

It's important to verify the accuracy of your exported records and tax reports to ensure that you are reporting your crypto activities correctly. Here's how you can do it:

• Compare your exported records with the transaction history on Phantom. Make sure that all transactions are accurately recorded and that there are no missing or duplicate entries.
• If you find any discrepancies, re-export your records from Phantom and re-import them into the tax software.
• Review your tax report carefully. Check that all transactions are correctly categorized and that the calculated gains and losses are accurate.
• If you are unsure about any part of your tax report, consult a tax professional who specializes in cryptocurrency taxes. They can help you ensure that your report is accurate and compliant with tax regulations.

Frequently Asked Questions

Q: Can I view my transaction history on Phantom without logging in?

A: No, you need to log in to your Phantom wallet to access your transaction history. This is a security measure to ensure that only you can view your transaction data.

Q: Does Phantom support exporting transaction records in other formats besides CSV and JSON?

A: Currently, Phantom only supports exporting transaction records in CSV and JSON formats. If you need your records in a different format, you may need to convert them using a third-party tool.

Q: Can I generate tax reports directly from Phantom without using third-party software?

A: No, Phantom does not have a built-in feature for generating tax reports. You will need to use third-party tax software to create your tax reports based on your exported transaction records.

Q: How often should I export my transaction records from Phantom?

A: It's a good practice to export your transaction records from Phantom at least once a year, especially before tax season. However, if you engage in frequent crypto transactions, you may want to export your records more often to keep your records up to date.